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Schedule E Modeling in Scenario Analysis

Schedule E Modeling allows you to model rental activities, pass-through entities, and fiduciary income directly within Scenario Analysis.

Each Schedule E activity is entered as its own entity, making it easy to evaluate the tax impact of individual properties or businesses while also seeing their combined effect across a planning scenario.


 

Whether you're creating a Scenario Analysis from an uploaded tax return or building one from scratch, Holistiplan helps organize your Schedule E activities and automatically performs many of the underlying tax calculations, including passive activity loss treatment, Qualified Business Income (QBI), Net Investment Income Tax (NIIT), and self-employment tax where applicable.

Skip to instructions on modeling (opens in new window):

How Schedule E Modeling Works 

Schedule E activities are organized into three sections that correspond to the IRS Schedule E.

 Schedule E Section   What It Models 
 Part I — Rental Real Estate & Royalties Rental properties and royalty income, including passive activity rules, depreciation, depletion, NIIT, and QBI. 
 Part II — Partnerships & S-Corporations  Partnership and S-corporation Schedule K-1 income, including self-employment tax, passive activity treatment, NIIT, and QBI. 
 Part III — Trusts & Estates  Trust and estate Schedule K-1 income from Form 1041, including passive activity treatment, NIIT, and QBI. 

 Each section has its own workflow while sharing a consistent layout and Summary experience. 

Creating Schedule E Entities 

There are two ways to begin modeling Schedule E activities:

1. Create Entities from an Uploaded Tax Return

If your Scenario Analysis was created from an uploaded tax return, Holistiplan automatically creates an entity for each Schedule E activity found on the return.

Depending on the Schedule E section, entities are created using:

  • Rental Properties & Royalties – Property address or entity name
  • Partnerships & S-Corporations – Entity name
  • Trusts & Estates – Entity name

These entities provide a starting point for your analysis. Review each entity and enter the remaining income and expense information needed for your planning scenario.

Note: Only the entity name or property address is carried over from the uploaded return; Holistiplan does not read income and expense information for each Schedule E entity. The way that Schedule E is constructed does not lend itself well to capturing individual income/expense information and associating them with the correct entity without resulting in the need for greater manual review/processing.

2. Add an Entity Manually

Need to model an activity that isn't included on the uploaded return?

Click + Add Entity within the appropriate Schedule E section.

Manual entities are useful when modeling:

  • A newly acquired rental property
  • A future business investment
  • A projected trust or estate distribution
  • Planning opportunities that aren't reflected on the current tax return

 Typical Workflow 

Most advisors follow the same process regardless of the Schedule E section they're working in. 

 What Holistiplan Calculates 

As you complete each entity, Holistiplan automatically performs many of the underlying tax calculations, including:

  • Passive activity loss treatment
  • Suspended passive loss carryforwards
  • Qualified Business Income (QBI)
  • Net Investment Income Tax (NIIT)
  • Self-employment tax (where applicable)
  • Rental loss limitations
  • Oil & gas depletion
  • Summary totals flowing through Schedule E

The calculations performed depend on the type of Schedule E activity being modeled.

Summary Cards & Summary Tabs 

Each entity includes a Summary card that updates automatically as information is entered.

The Summary Card provides a quick view of how that specific entity affects the Scenario Analysis.

Each Schedule E section also includes a Summary tab that combines all entities within that section into a single view.

This makes it easy to:

  • Review each activity individually
  • Identify passive losses
  • Compare planning assumptions
  • Understand the overall tax impact

 Learn More 

Choose the section that matches the activity you're modeling.

🏠 Part I — Rental Real Estate & Royalties

Use this section to model:

  • Rental properties
  • Royalty income
  • Depreciation
  • Oil & gas depletion
  • Passive activity losses
  • Rental QBI

Open: Rental Real Estate & Royalties

🏢 Part II — Partnerships & S-Corporations

Use this section to model:

  • Partnership K-1 income
  • S-corporation K-1 income
  • Self-employment tax
  • Income Bridge
  • Pass-through income
  • Business QBI

Open: Partnerships & S-Corporations

🏛️ Part III — Trusts & Estates

Use this section to model:

  • Trust K-1 income
  • Estate K-1 income
  • Fiduciary pass-through income
  • Trust and estate QBI
  • Passive activity treatment

Open: Trusts & Estates

 Frequently Asked Questions 

Can I add entities that weren't on the uploaded tax return?

Yes. You can manually add rental properties, businesses, trusts, and estates at any time.

Can I edit entity names?

Yes. Entity names (or property addresses for rentals) are populated from the uploaded tax return when available, but they can be edited at any time.

Does Holistiplan import all of the Schedule E information from my tax return?

No. Holistiplan creates each entity using the entity name or property address from the uploaded tax return as a starting point. You'll complete the remaining financial and tax information within each entity.

Can I compare different planning scenarios?

Yes. Schedule E entities are fully integrated with Scenario Analysis, allowing you to compare different planning assumptions across multiple scenarios.